Financial Services Guide

This Financial Services Guide (FSG) is an important document that outlines the type of products and services that we are authorised to provide under Lonsdale’s Australian Financial Services (AFS) Licence.

The FSG is designed to assist you in deciding whether to use any of the services we provide.

The purpose of the FSG is to provide you with information prior to a financial service being provided about:

Let Us Help You

Customised Financial Planning is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

The principal of Customised Financial Planning - Stephen Mason, is a Certified Financial Planner and has been providing strategic advice to clients for more than three decades.

We prepare and implement plans for people at various stages in their lives, and for people from all walks of life.